Reports and tax-adviser exports

Open Reports and choose the intended date range. Check whether the report includes all relevant invoices, payments and expenses. Review unexpected gaps before sharing totals.

Use the available tax-adviser export for a controlled work package. Inspect the period, included files and destination before downloading or sharing it. Share only with the intended professional through an approved channel.

The report and export reflect the selected period and the saved source records. If a total is unexpected, compare the underlying transactions and their categories, tax values and dates before relying on the report.